Longwall Investment Partners provides portfolio management for individuals and small businesses, portfolio management for pooled vehicles, and selecting other managers. The firm advises 1 private fund.
Longwall Investment Partners reports 50 clients. They include 24 individual clients, 20 high-net-worth individuals, and 5 corporations and other businesses. Of its assets, 57.4% ($246M across 82 accounts) are managed with discretion; $182M across 38 accounts are not. Of its clients, 4% are outside the U.S.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 48% | 2% |
| High-net-worth individuals | 40% | 91% |
| Pooled investment vehicles | 2% | 4% |
| Corporations and other businesses | 10% | 2% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 24 | $10.2M | 2.4% | $424K |
| High-net-worth individuals | 20 | $390M | 91.1% | $19.5M |
| Pooled investment vehicles | 1 | $17.4M | 4.1% | $17.4M |
| Corporations and other businesses | 5 | $10.4M | 2.4% | $2.09M |
| Total | 50 | $428M | 100% | $8.56M |
- Clients
- 24
- Regulatory AUM
- $10.2M
- AUM share
- 2.4%
- Avg. per client
- $424K
- Clients
- 20
- Regulatory AUM
- $390M
- AUM share
- 91.1%
- Avg. per client
- $19.5M
- Clients
- 1
- Regulatory AUM
- $17.4M
- AUM share
- 4.1%
- Avg. per client
- $17.4M
- Clients
- 5
- Regulatory AUM
- $10.4M
- AUM share
- 2.4%
- Avg. per client
- $2.09M
Total
- Clients
- 50
- Regulatory AUM
- $428M
- AUM share
- 100%
- Avg. per client
- $8.56M
- Clients outside the U.S.
- 4%
- Clients advised without assets under management last fiscal year
- 0
- Private funds advised
- 1
Longwall Investment Partners charges up to 1.25% a year for its Investment Management Services. The fee is billed in advance or in arrears and is negotiable.
Fee details and sources
Longwall Holdings, LLC owns 75% or more of Longwall Investment Partners. The leadership team of Longwall Investment Partners includes Chief Compliance Officer Douglas Hedley. It has 5 employees, 3 of them in advisory roles.
Leadership
- Douglas HedleyChief Compliance Officer
Investment adviser representatives
3 representatives listed in the SEC register as of 9 October 2026.
Staff
- 5 employees
- 3 in advisory functions
- 3 state-registered reps
- Owns 75% or more of Longwall Investment Partners, LLC
Longwall Holdings, LLC
Control person · since December 2022
Longwall Investment Partners’ regulatory assets grew 2.1× from $208M (July 2023) to $428M (July 2026); clients rose from 16 to 50 and employees fell from 8 to 5.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | StaffEmployees | Offices |
|---|---|---|---|---|
| Jul 2026July 2026 | $428M | 50 | 5 | 5 |
| Mar 2025March 2025 | $326M | 36 | 5 | 5 |
| Mar 2024March 2024 | $207M | 33 | 8 | 6 |
| Jul 2023July 2023 | $208M | 16 | 8 | 2 |
Besides its headquarters, Longwall Investment Partners has 4 offices (4 private residences, listed without an address), with 1 listed address in 1 state.
Connecticut · 1 listed address
- 8 Wright St, Suite 107, WestportHQ
Contact and registration details
- Legal name
- Longwall Investment Partners, LLC
- Headquarters
- 8 Wright St, Suite 107, Westport, CT 06880
- Website
- longwallfamilyoffice.com
- Phone
- 203-209-2785
- @longwall-family-office
- SEC file
- 801-127421
- Structure
- Delaware LLC
- Fiscal year end
- December
Longwall Investment Partners’ named custodians for separately managed accounts are Efg Bank and Trust (Bahamas) ($132M, 58%) and Fidelity ($97.1M, 42%). Longwall Investment Partners has custody of client assets.
- FidelityNational Financial Services LLC · Boston, MA · $97.1M42%
- Efg Bank and Trust (Bahamas)Efg Bank and Trust (Bahamas) LTD · Nassau · $132M58%
At year end, Longwall Investment Partners’ separately managed accounts were mostly in stocks (64%) and funds (18%).
What the accounts hold
- Stocks64%
- Funds18%
- Bonds2%
- U.S. government and agency bonds1%
- State and local bonds1%
- Cash7%
- Other9%
- These are private company investments9%
How many clients does Longwall Investment Partners have?
Longwall Investment Partners has 50 clients and manages $428 million for them, as of July 2026. They include 24 individual clients, 20 high-net-worth individuals, and 5 corporations and other businesses.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 23 July 2026
What services does Longwall Investment Partners offer?
Longwall Investment Partners provides portfolio management for individuals and small businesses, portfolio management for pooled vehicles, and selecting other managers.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
How much does Longwall Investment Partners charge?
Longwall Investment Partners charges up to 1.25% a year for its Investment Management Services. The fee is billed in advance or in arrears and is negotiable.
Source: LIP DISCLOSURE BROCHURE MARCH 2026, filed 27 March 2026
Which custodians does Longwall Investment Partners use?
Longwall Investment Partners’ separately managed account assets are held at Efg Bank and Trust (Bahamas) LTD (Nassau), with $132M and National Financial Services LLC (Boston, MA), with $97.1M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 23 July 2026
How many financial advisors does Longwall Investment Partners have?
Longwall Investment Partners has 3 investment adviser representatives registered with state securities authorities, out of 5 employees, and 3 perform investment advisory functions. None are registered representatives of a broker-dealer or licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does Longwall Investment Partners invest in?
At the end of its last fiscal year, Longwall Investment Partners’ separately managed accounts held 64% exchange-traded equities, 18% pooled vehicles (private funds and similar), 9% other, 7% cash and equivalents, 1% U.S. government and agency bonds and 1% state and local bonds. The 9% other category is described as: These Are Private Company Investments. It advises 1 private fund.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns Longwall Investment Partners?
Longwall Investment Partners’ direct owner is Longwall Holdings, LLC (75% or more).
Source: Form ADV Part 1A, Schedules A and B, filed 23 July 2026
How does Longwall Investment Partners get paid?
Longwall Investment Partners is paid through a percentage of assets under management and fixed fees. Its Form ADV lists no commissions or performance-based fees among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
How do I contact Longwall Investment Partners?
Longwall Investment Partners’ main office is at 8 Wright St, Suite 107, Westport, CT 06880. Its phone number is 203-209-2785. Its website is longwallfamilyoffice.com.